Marks Group Wealth Management’s Ansys ANSS Stock Holding History

Marks Group Wealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,920	Closed	-$869K	–	277
2022 Q3	$869K	Sell	3,920 -5,023	-56%	-$1.28M	0.13%	163
2022 Q2	$2.14M	Buy	8,943 +463	+5%	+$123K	0.31%	101
2022 Q1	$2.69M	Buy	8,480 +722	+9%	+$236K	0.34%	96
2021 Q4	$3.11M	Buy	7,758 +181	+2%	+$69.5K	0.38%	95
2021 Q3	$2.56M	Buy	7,577 +68	+0.9%	+$24.6K	0.35%	104
2021 Q2	$2.58M	Buy	7,509 +2,690	+56%	+$930K	0.35%	106
2021 Q1	$1.61M	Buy	4,819 +2,004	+71%	+$712K	0.24%	113
2020 Q4	$1.02M	Buy	2,815 +68	+2%	+$22.8K	0.16%	140
2020 Q3	$899K	Buy	2,747 +13	+0.5%	+$4.07K	0.16%	139
2020 Q2	$800K	Buy	+2,734	New	+$728K	0.16%	135
2020 Q1	–	Sell	-1,003	Closed	-$258K	–	225
2019 Q4	$258K	Buy	+1,003	New	+$237K	0.05%	213

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Marks Group Wealth Management's ANSS Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Ansys (ANSS) in Q4 2022, closing a stake of 3,920 shares — an estimated $869K sold.

Marks Group Wealth Management first reported a position in ANSS in Q4 2019 and held it in 11 quarters. The position peaked at $3.11M in Q4 2021. 757 funds tracked by Wall St. Rank hold ANSS as of Q4 2022.

Marks Group Wealth Management reported no remaining Ansys position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 3,920 Ansys shares in Q4 2022, an estimated $869K.
Marks Group Wealth Management first reported a position in Ansys in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's Ansys position peaked at $3.11M in Q4 2021.
757 funds tracked by Wall St. Rank held Ansys as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.